|
1
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$19.1M
|
+$1.03M
|
+21,832
|
+6%
|
|
|
2
|
Columbus Macro
New Castle,
Pennsylvania
|
$18.2M
|
-$4.54M
|
-96,588
|
-20%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$4.53M
|
-96,251
|
-20%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.5M
|
-$4.39M
|
-93,284
|
-21%
|
|
|
5
|
|
$4.66M
|
–
|
–
|
–
|
|
|
6
|
MRA Advisory Group
Parsippany,
New Jersey
|
$1.8M
|
+$595K
|
+12,645
|
+49%
|
|
|
7
|
|
$1.73M
|
+$1.75M
|
+37,149
|
New
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$1.71M
|
+$10.4K
|
+222
|
+0.6%
|
|
|
9
|
|
$682K
|
+$125K
|
+2,656
|
+22%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$656K
|
-$215K
|
-4,578
|
-25%
|
|
|
11
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$489K
|
+$98.7K
|
+2,100
|
+25%
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$448K
|
+$24.6K
|
+523
|
+6%
|
|
|
13
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$37K
|
+$329
|
+7
|
+0.9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$15.5K
|
+$15.6K
|
+332
|
New
|
|
|
16
|
|
$2.98K
|
+$3.01K
|
+64
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$746
|
+$752
|
+16
|
New
|
|
|
18
|
Proficio Capital Partners
Newton,
Massachusetts
|
–
|
-$1.4M
|
-29,580
|
Closed
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$168K
|
-3,566
|
Closed
|
|
|
20
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$122K
|
-2,580
|
Closed
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$15K
|
-315
|
Closed
|
|
|
22
|
New England Asset Management
Farmington,
Connecticut
|
–
|
-$5.43K
|
-115
|
Closed
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$2.64K
|
-56
|
Closed
|
|
